HVAC instant estimate — Overview
Where to find it
In your dashboard, open the site and go to the Price tool card. Under Which price tool, choose HVAC. When you build a new site or a lead-gen batch, the Price tool picker lists this tool as HVAC price tool. See the price tools overview for turning a tool on and putting it on a website.
What visitors see
- Start screen. The business name, a headline and a button. Unless you change them, the headline is “Get a free instant estimate” and the button is “Get started”.
- Services. Under the heading “Which of these do you need?”, the visitor taps one or more of the 11 services listed below, then Next.
- Questions. One question per screen, with the service name above it and a step count at the top. Questions that allow several answers say “(Select any that apply)”. Back and Start over are on every question.
- Contact details. The visitor fills in Name, Email, Zip and Phone. Name, Email and Zip are required; Phone is optional. Zip must be 5 digits. The visitor taps See your estimate.
- Estimate. A total range, one line per service picked, a collapsed “How this was figured” section and a note that the number is not a final quote. Below it are Book a free on-site quote and Change my answers.
No price is shown before the contact step. The estimate appears as soon as the visitor taps See your estimate.
Services and questions
This tool has 11 services. Each service asks its own questions, in this order.
| Service | Questions, in order |
|---|---|
| Central AC Installation | About how big is your home? What kind of install is this? How energy-efficient do you want it to be? Do you want any extra upgrades? How soon do you want your central AC installed? |
| AC Repair & Maintenance | What kind of service do you need? What's going wrong with your AC? Roughly, how old is your AC system? Do you need help right away, outside normal hours? How soon do you want your AC fixed or serviced? |
| Furnace Installation | About how big is your home? What fuel does your home use for heat? How energy-efficient do you want it to be? Do you want any extra features? How soon do you want your furnace installed? |
| Furnace Repair & Maintenance | What kind of service do you need? What's going wrong with your furnace? What fuel does your furnace use? Do you need help right away, outside normal hours? How soon do you want your furnace fixed or serviced? |
| Heat Pump Installation | About how big is your home? What kind of heat pump system do you need? What kind of install is this? Do you want any extra features? How soon do you want your heat pump installed? |
| Heat Pump Repair | What kind of service do you need? What's going wrong with your heat pump? Roughly, how old is your heat pump system? Do you need help right away, outside normal hours? How soon do you want your heat pump repaired? |
| Mini-Split System Installation | Roughly, how many rooms do you need to heat and cool? About how big is the main room you need to condition? Where should we install the indoor unit? Do you want any extra features? How soon do you want your mini-split system installed? |
| Boiler Installation & Repair | What kind of boiler service do you need? About how big is your home? So — what fuel type does your boiler use (or will use)? If it needs a repair, what's going wrong? How soon do you want your boiler done? |
| Ductwork Services | What kind of ductwork service do you need? About how big is your home? Where are your ducts? Do you want any extra services? How soon do you want your ductwork done? |
| Thermostat Installation | What kind of thermostat do you want? Are you replacing an old thermostat? Roughly, how old is your home? Do you want any extra features? How soon do you want your thermostat installed? |
| Indoor Air Quality Solutions | What worries you most about your indoor air? Just to check — do you have issues with humidity in your home? Just to check — do you or anyone in your home have health concerns? Do you want any extra services? How soon do you want your indoor air quality done? |
How the price is worked out
Each service starts at $0. Its questions are applied in the order above. Each answer does one of two things:
- adds a dollar range (a low and a high amount), or
- raises or lowers the running total for that service by a percent.
A percent applies to everything added before it in that service. A dollar amount added after a percent is not changed by that percent. When a question allows several answers, each one picked is applied, in the order the answers are listed.
Questions that allow several answers can be left with none picked.
Most questions include an answer labelled “Not sure”. It has its own price or percent, which you can edit like any other answer.
The timing question (“how soon” or “when”) does not change the price in this tool. It is passed on with the lead.
Then the tool puts the services together:
- Each service can have its own minimum. In this tool none is set until you add one.
- The services picked are added together.
- The total is not widened. You can widen it with How wide your range shows.
- There is no tool minimum until you set Your minimum job.
- The total is rounded to the nearest $10.
The line for each service on the estimate screen shows that service on its own, in whole dollars. It is not widened or rounded to $10, so the lines may not add up exactly to the total.
Worked example
This uses the tool’s default prices. A visitor picks Central AC Installation and answers:
- “About how big is your home?” — 2,500 to 3,500 sq ft: adds $9,000–$16,000. Running total $9,000–$16,000.
- “What kind of install is this?” — First installation (no ductwork in place): adds 45%. Running total $13,050–$23,200.
- “How energy-efficient do you want it to be?” — Premium efficiency (saves 25-30% on energy): adds 30%. Running total $16,965–$30,160.
- “Do you want any extra upgrades?” — Smart/WiFi thermostat: adds $250–$450. Running total $17,215–$30,610.
- “How soon do you want your central AC installed?” — As soon as possible: no change.
The total is rounded to the nearest $10. The visitor sees $17,220 – $30,610. The Central AC Installation line shows $17,215 – $30,610.
Your prices
In the Price tool card, open Your prices. The panel starts from the tool’s default prices. It has these parts:
- Your business: Subline, Button label, Logo URL and Booking URL. The business name, headline and color come from the card’s Business name, Headline visitors see and Your color fields.
- One group per service. Each starts with Minimum for this service, then one row per answer, labelled with the question and the answer. A row is either a low and high dollar amount or a percent.
- Your minimum job: the tool minimum.
- How wide your range shows: a percent from 0 to 50 that widens the total on each side.
Reset to defaults puts every row back. Click Save to keep your changes. A tool that is turned on shows the new prices the next time a visitor opens it.
If you switch Which price tool to a different trade, your price changes for the old trade are not kept. The business name, headline and color are kept.
With a Client pricing link, the business owner can edit these same prices without signing in. See the price tools overview.
Leads
A lead is saved when the visitor taps See your estimate. It holds the name, email, zip, phone (if given), every answer, the estimate shown and, when the browser reports it, the page the tool was on. Nothing is saved before that step.
Each lead goes to the addresses in Email new leads to, and to you as well when Send me a copy too is ticked. The email carries your agency’s name. When Text new leads is ticked, an Owner’s mobile is set and The business owner agreed to receive lead texts at this number is ticked, the owner also gets a text with the visitor’s name, phone and estimate.
The visitor is emailed a copy of their estimate under the business name. A reply goes to the first address in Email new leads to.
If the visitor taps Book a free on-site quote and you set a Booking URL, it opens that page. With no booking URL, the owner gets a second alert marked “Visit requested”, and the visitor sees “Request sent. [business name] will contact you.” When the site has a phone number, a Call button with that number appears under it.
Leads are listed in the card under Leads from your price tool, with the date, name, zip, contact, estimate shown and which alert went out.
Limits
The contact step can be sent 12 times per hour from one internet address. After that, the visitor still sees the estimate, but the details are not sent and the visitor sees “We couldn’t send your details just now — please call the business directly.” The same message appears if the details fail to send for any other reason.
Questions
Is the estimate a quote?
No. The estimate screen and the visitor’s email both say it is a ballpark range, not a final price.
Does a visitor have to give a phone number?
No. Name, email and zip are required. Phone is optional.
Can a visitor pick more than one service?
Yes. Each service gets its own questions and its own line on the estimate, and the total adds them together.
Can a visitor change an answer after seeing the price?
Yes. Change my answers goes back to the services screen.
What happens when I turn the tool off?
The tool stops loading. Anyone who opens it sees “This price tool isn’t turned on yet.” Your prices and leads are kept.
Is a visitor’s information sold?
No. See the privacy policy.